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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,055 | $168,636-79.8% | $147,618-76.9% | $125,388-72.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.25% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,500 | $6,252-60.0% | $5,565-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $9,742 | $5,507+76.9% | $4,895+99.0% | $5,352+82.0% |
| Admin fee / account holder | $203 | $13,580-98.5% | $11,612-98.3% | $9,541-97.9% |